PuneinvestPuneinvest
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Reading: Download Excel Mutual Fund SIP Calculator
Share
Aa
PuneinvestPuneinvest
Aa
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Search
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Follow US
© Foxiz News Network. Ruby Design Company. All Rights Reserved.
Puneinvest > Blog > Calculators > Download Excel Mutual Fund SIP Calculator
Calculators

Download Excel Mutual Fund SIP Calculator

Last updated: 2023/01/31 at 10:44 PM
Rajendra Todkar Published November 18, 2022
Share

Everyone bought mutual funds and other financial products. But investors want to know how their money is doing. Using a percentage calculation, how much money do they make?

Contents
Benefit of Mutual Fund CalculatorHow to Calculate Mutual Fund Portfolio Returns?Absolute or Point to Point ReturnsMutual Fund SIP Return CalculatorSIP Returns Calculation Formula

For calculations, I use software and an excel spreadsheet. After doing some study, I created or modified numerous excel calculators for investment planning.


Benefit of Mutual Fund Calculator

  • The mutual fund investment calculator can provide you with a precise picture of your investments.
  • The Mutual Fund calculator allows you to compare mutual funds within the same class or another.
  • You can use the Mutual Fund calculator to check returns whenever you want because it is always available.
  • You cannot get a clear image of your investment with an online calculator. There are numerous limitations.

How to Calculate Mutual Fund Portfolio Returns?

You all want to invest in mutual funds that offer expected returns, whether you are doing so through a lump sum, a systematic investment plan, or a combination of the two.

However, have you ever considered how mutual fund returns are determined? Does the calculation change when making lump sum investments versus regular investments?

- Advertisement -

You can examine the many approaches to calculating mutual fund returns.


Absolute or Point to Point Returns

Absolute return is the profit that an asset generates over a given time frame.

This metric examines an asset’s percentage-based appreciation or depreciation over a specific time period, such as that generated by a stock or mutual fund.

Only profits or losses on the investment are taken into account since absolute returns are assessed separately from any other performance indicators.

Let’s use the example of a 35,000 mutual fund investment by an investor. The property’s redemption value has increased to 50,000 two years later. Using the following formula to calculate returns:

Another illustration: Let’s say you put Rs. 50,000 in a fund four years ago. If the current value of your investments is Rs. 85,000, you generated a profit of Rs. 35,000, which equates to an absolute return on your initial investment of Rs. 50,000 of 70%.

The disadvantage of an absolute return is that it  ignores time. A return of 70% seems reasonable in the scenario above.

But does it still appear appealing if it was accomplished over five years?

However, the average annual return over the course of four years (CAGR) is 14.18%.

Returns from investments that are less than a year old are computed using the absolute return method.

In all other scenarios, annualized return (CAGR), which calculates the average yearly return on an investment over a specified time period, is utilized.


Mutual Fund SIP Return Calculator

Most of us don’t know how to calculate SIP return in a easy way. If you are invest Lumsum  then easy to calculate returns.

lumsum investment calculator

SIP Returns Calculation Formula

=XIRR(Value,date)

Just fill up SIP date , NAV, Unit and Current date NAV then you find out what is your investment Annual Rate of Return.

2 year sip cagr calculator

Icon

SIP Return Calculator

1 file(s) 16.93 KB
Download
Icon

Asset Allocation Excel Calculator

1 file(s) 17.36 KB
Download

- Advertisement -

You Might Also Like

6 Excel Formula Calculator for Money Management – Part I

Sign Up For Daily Newsletter

Be keep up! Get the latest breaking news delivered straight to your inbox.

By signing up, you agree to our Terms of Use and acknowledge the data practices in our Privacy Policy. You may unsubscribe at any time.
Share this Article
Facebook Twitter Email Copy Link Print
Previous Article sip vs lumsum investment SIP vs Lumsum: Investment in Mutual Fund
Next Article nippon india mf Nippon India Mutual Fund Investment related help
- Advertisement -

Latest Post

  • Complete Guide to Mutual Fund Investor Nomination: Process, Forms, Eligibility, and Rules
  • NFO: Kotak Banking & Financial Services Fund
  • Understanding the Advantages and Drawbacks of Mutual Funds
  • A Beginner’s Guide to Investing in Banking Sector Funds
  • The Role of Alpha in Shaping Mutual Fund Performance

Category

  • BNPL
  • Bonds
  • Calculators
  • Capital Gain Bond
  • Child Planning
  • Credit Card
  • Featured
  • Financial Planning
  • Fixed Deposit
  • Gold
  • health Insurance
  • IPO
  • MF SIP
  • Mutual Fund
  • Mutual Fund Overview
  • Mutual Fund Service
  • NCD
  • New Fund Offer
  • Post Office
  • Retirement Planning
  • Stock Market
  • Tax Free Bonds
  • Tax Saving Scheme

You Might Also Like

6 Excel Formula Calculator for Money Management – Part I

May 5, 2013

© 2011 Puneinvest. All Rights Reserved.

  • SiteMap
  • Terms and Conditions
  • Disclaimer
  • Privacy Policy
  • About Us
  • Our Services
  • Contact Us

Removed from reading list

Undo
Welcome Back!

Sign in to your account

Lost your password?